You can skip this chapter if you're testing out the software with the demo database.


The following is the summary of what you can setup in an empty database, before your company starts using the program. 


The steps bellow are NOT mandatory. You can start working with the program by creating a new database, naming your company and creating the medics. The rest can be entered as you go. You may also skip steps they are not of interest.


Database Setup 

  • Install new database or clear the demo database
  • Change database password
  • Change admin user password
  • Connect network workstations
  • Backup strategy

Read more in the Database Setup 


Company Setup

  • Company name, logo, address
  • Locations
  • Active currencies
  • Items, Prices and Stocks
  • Name and date formats

Read more in the Company Setup 


Users and Permissions Setup

  • Medics
  • Assistants
  • Other users and groups
  • Work Hours
  • Permissions

Read more in the Users and Permissions Setup 


Imports

  • Import Patients
  • Import Diagnosis and Procedure codes
  • Import product and service items

Read more in the Imports


Communication Setup

  • Setup SMS and Email account
  • Campaigns

Read more in the Communication Setup


Other